And that is without taking into account an escalation in the middle east as I was saying yesterday

Or even a extension of the current stalemate which will send inflation high enough at a moment where the job market is healthy that a hike is back on the table

Making financing more difficult right at the time where it is the most needed

In short, the risk you're underwritting being long stocks here is pretty crazy

I should add, at a time where earnings expectations are already near the pick, if stock PE was 10 it would be another conversation ofc

They're not even pretending anymore. Humans becoming openly a cost to optimize

And humans are pretty bad at optimization, mostly because they're very slow and have a high inertia

How long our headstart going to last?

It was

Every few months it rotates but you get a free trend long

Trading anything else is just playing on harcore mode

The highest signal was Trump attacking on a Monday / Tuesday instead of weekend I guess

Good read https://archive.is/5HMAl

This is a prediction that works in the pre-AI world. Is it going to hold in a world where maths and physics geniuses are not in short supply anymore?

IRAN'S IRNA: NYT REPORT ON IRAQI PM'S PROPOSAL 'MISLEADING' ...

Yes it's in China but what do you think is going to happen next?

If I was a major shareholder of BMW I would go to the board right now and demand this guy be fired or I sell my whole stake

Interesting turn in oil what are they going to announce later